How To Create A Client From Scratch in WorkZen
Go to Clients, click New Client, enter a name and at least one contact method (email or phone), and click Create Client. The address you enter becomes the client's first property, and you can add more properties, files, and jobs any time after.
Not every client comes through a lead form. Sometimes you have a contact ready to buy and you just need a record fast. Creating one from scratch takes under a minute, and the record grows with the relationship: properties, jobs, invoices, and files all attach to it.
Create the client
- Go to Clients and click New Client.
- Enter the First Name and Last Name, plus at least one contact method: Email or Phone.
- Enter the address under Address Information.
- Need more than the basics? Click Show all fields to reveal the rest:
- This client is a company switch, which adds Company Name (required) and Company Tax ID.
- Mobile, Website, and Notes.
- Additional emails: click Add email to add up to 3 extra addresses. They are CC'd on every email WorkZen sends this client, including invoices, estimates, payment receipts, and appointment notifications. Handy when a spouse, office manager, or bookkeeper needs a copy.
- Click Create Client.
You can change any of this later, including the additional emails, from the client page via Edit Client.
The Primary Address becomes the client's first property, named Main Location and marked as the primary service location. After creation, addresses are managed from the Properties tab, so multi-site clients get one property per location. See managing client properties.
What a client record holds
The client page is the hub for everything you do with that client, organized in tabs:
| Tab | What lives there |
|---|---|
| Client Information | Contact details, company details, notes, and the Main Property |
| Properties | Every service address, with Primary and Billing markers |
| Jobs | All jobs for this client, with a Create Job shortcut |
| Finance | Estimates, invoices, and payments |
| Visits | Scheduled and past visits |
| Files | Uploaded documents and photos |
From the client page you can also start work directly: create a job, an estimate, or an invoice without leaving the record.
The Files tab takes more than one file at a time: on the web, drag and drop or select up to 10 files per batch. In the mobile apps you can pick up to 10 photos at once, switch the files between list and gallery view, and tap a photo to preview it.
Keep it clean with archiving
When a client goes quiet, click Archive Client instead of deleting. Archiving hides the client from active lists but keeps the full history, and you can unarchive any time. Creating and editing clients requires the Manage Clients permission; company admins and managers have it by default.
Deleting exists for one case only: a client created by mistake. On the client page, open the Actions menu and choose Delete Client. The option is available only while nothing depends on the client. Once they have jobs, invoices, or any other history, it shows greyed out, and archiving is the way to remove them from view. Deleting is permanent, cannot be undone, and requires the Delete Clients permission.
Step by step
- 1
Open the client form
Go to Clients and click New Client.
- 2
Fill in the contact details
Enter a first and last name and at least one contact method, email or phone. For a business, click "Show all fields", switch on "This client is a company" and enter the Company Name.
- 3
Add the Primary Address
Enter the client's address. It becomes the client's first property, so jobs and visits know where to go.
- 4
Click Create Client
The client record opens, ready for properties, jobs, estimates, and files.
See it in action
Frequently Asked Questions
This article answers:
- How do I add a new client?
- How do I create a client without a lead?
- What information do I need to create a client?
- How do I add a business client with a tax ID?
- How do I add multiple email addresses to a client?
- Can invoices go to more than one email address?
- How do I delete a client?